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Source Capital shares owned by Motiv8 Investments

Quarter-by-quarter ownership of Source Capital (SOR) shares owned by Motiv8 Investments from 13F filings

Historical chart of Motiv8 Investments investment in Source Capital

Tip: Access up to 7 years of quarterly data

All positions including Source Capital held by Motiv8 Investments consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Source Capital by Motiv8 Investments

Quarter filed Position value Share count Share price at filing
2025-12-31 $5.0k 109 45.87

More positions owned by Motiv8 Investments

Cash Usd
Spdr S&p 500 Etf (SPY)
Ft Cboe Vest U.s. Equity Buffer Etf - July (FJUL)
Vanguard Growth ETF (VUG)
Innovator Etfs Tr s&p 500 power (PJAN)
Innovator Etfs Tr s&p 500 pwr (PJUL)
Innovator Etfs Tr s&p 500 pwretf (POCT)
Innovator Etfs Tr S&p 500 Pwr Bu (PAPR)
Vanguard Value ETF (VTV)
TransDigm Group Incorporated (TDG)
iShares Russell Midcap Index Fund (IWR)
Apple (AAPL)
Invesco Nasdaq 100 Etf (QQQM)
Berkshire Hathaway (BRK.B)
Caterpillar (CAT)

View all positions for Motiv8 Investments

Top funds holding Source Capital

DKM Wealth Management
D.A. Davidson & Co.
Diversified Management
Hara Capital
First Trust Advisors
Wells Fargo & Company
Raymond James Financial
Mesirow Financial Investment Management International Equity
Hennion & Walsh Asset Management
Anchor Investment Management
Invesco
Smith Asset Management
Us Bancorp
LPL Financial
Shaker Financial Services

View all funds holding Source Capital